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Von Berge Wealth Management Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Von Berge Wealth Management Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-48,351
Closed -$11.8M – 45
2025
Q2 		$11.8M Buy
48,351
+1,149
+2% +$256K 6.65% 4
2025
Q1 		$10.2M Buy
47,202
+253
+0.5% +$60.4K 6.56% 4
2024
Q4 		$11.8M Buy
46,949
+458
+1% +$113K 7.16% 4
2024
Q3 		$11.7M Sell
46,491
-2,401
-5% -$546K 7.21% 4
2024
Q2 		$10.6M Sell
48,892
-633
-1% -$139K 6.72% 4
2024
Q1 		$11.3M Buy
49,525
+7,543
+18% +$1.62M 7.28% 4
2023
Q4 		$8.71M Sell
41,982
-1,402
-3% -$270K 6.69% 5
2023
Q3 		$8.2M Buy
43,384
+922
+2% +$184K 7% 3
2023
Q2 		$8.45M Buy
42,462
+1,523
+4% +$288K 6.99% 3
2023
Q1 		$7.76M Buy
40,939
+124
+0.3% +$24K 6.93% 4
2022
Q4 		$8.16M Buy
40,815
+1,213
+3% +$225K 7.34% 4
2022
Q3 		$6.91M Buy
39,602
+563
+1% +$106K 7.35% 4
2022
Q2 		$6.94M Sell
39,039
-222
-0.6% -$42.9K 7.21% 4
2022
Q1 		$8.16M Buy
39,261
+1,353
+4% +$285K 7.43% 4
2021
Q4 		$7.89M Buy
+37,908
New +$8.61M 7.28% 4

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Von Berge Wealth Management Group's VB Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 48,351 shares — an estimated $11.8M sold.

Von Berge Wealth Management Group first reported a position in VB in Q4 2021 and held it in 15 quarters. The position peaked at $11.8M in Q2 2025. 2,195 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 48,351 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $11.8M.
  • Von Berge Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Vanguard Morningstar Small-Cap ETF position peaked at $11.8M in Q2 2025.
  • 2,195 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.